Financial Professionals Say Goodbye to Prospecting-Join Our Financial Team

Join our elite team of financial advisors and say goodbye to prospecting. We provide fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning.

Requirements

• Active Health & Life insurance license
• Series 65, Series 7/66 combo, ChFC, CFP, or equivalent qualifying credential
• Clean U4 record (if applicable)
• Strong track record of in-person, sales success
• Ability to travel for client meetings
• Commitment to helping retirees build secure, confident financial futures

Benefits

• 8–10 qualified appointments weekly — pre-scheduled and ready to meet
• Uncapped territory with potential to expand
• Comprehensive support from a dedicated appointment setter and case manager
• Proven annuity and retirement focus sales training with client-first product options
• Work/life balance with unlimited earning potential
• Professional development through alignment with an estate and retirement planning organization positioned to change the world one client at a time